+466.6%
FLEX vs VGT
+104.4%
+362.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.2% |
| 7D | -13.6% | -4.1% | -9.5% | -8.6% |
| 30D | -36.5% | -13.6% | -22.9% | -23.9% |
| 3M | -36.4% | -8.0% | -28.4% | -28.5% |
| 6M | -46.5% | -1.5% | -45.0% | -43.2% |
| YTD | +25.9% | +17.7% | +8.2% | +13.6% |
| 1Y | +19.6% | +13.8% | +5.8% | +11.8% |
| 3Y | +287.0% | +101.6% | +185.4% | +120.8% |
| 5Y | +466.6% | +106.7% | +359.9% | +203.4% |
| All | +466.6% | +104.4% | +362.2% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling